Investments and finance

What does a financial advisor do?

A financial advisor gathers data, analyzes it, prepares, and recommends strategies for financial planning and investments tailored to your profile and goals.

Who needs a financial advisor?

Anyone with assets who wants to create a financial plan and invest for the future can benefit from a financial advisor. It’s always valuable to have expert guidance in managing your assets.

How do I choose the right service for me?

Reach out to us at infomarkets@activestwm.com or fill out our contact form. We’ll guide you in selecting the service that best fits your needs and financial objectives.

What is a Multi-Family Office?

A Multi-Family Office is a service structure designed to provide personalized advice and management for financial, tax, structural, and estate matters.

When do I need a Multi-Family Office?

A multi-family office is ideal when you want to manage, invest, and preserve your wealth efficiently with the help of a third party, reducing the costs typically associated with a single-family office.

What is the difference between Wealth Management and Family Office?

Wealth Management focuses on investment strategies, while a Multi-Family Office offers a comprehensive solution to help you organize and manage your entire wealth.

Activest

How is Activest regulated?

Activest is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA), which means we have a fiduciary duty to act in your best interests.

Do I need to approve investment decisions?

It depends on the arrangement we have with you.

In a discretionary setup, we can make trades and investment decisions on your behalf without prior approval. In a non-discretionary setup, we need your instructions for each action.

In both cases, you’ll be kept informed of all transactions.

How is Activest compensated?

We receive compensation solely from you, not from third parties.

This compensation is outlined in our advisory agreement and may include a percentage of the invested amount, performance fees, or a fixed dollar amount. The specifics can vary depending on the size of your portfolio and the scope of services provided.

Can you manage my portfolio at my current bank?

Absolutely! We have the flexibility to work with various banks as independent advisors.

Do you consider the tax impact of my investments?

Of course. We evaluate your situation and work with you, your legal advisors, and tax consultants to ensure your tax structure aligns with your needs.

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